How do I create an adhoc signer?
Note: Only Admin and Internal users will have the privilege to create Adhoc users.
Method 1: Create an adhoc signer using Settings menu
Step 1: Login to www.emsigner.com using your User Name and Password
Step 2: On top right corner, your profile image will be present. On clicking the same, “Settings” menu will be displayed
Step 3: Click “Settings” menu. You will find “Manage Adhoc Users” option
Step 4: Click “Manage Adhoc Users” option. You will be navigated to Manage Adhoc User page. You will find “Create New” button
Step 5: Click “Create New” button and enter relevant details in the respective fields. Fields that are marked * are mandatorily to be filled by the user
Step 6: Once the necessary details are inputted, click “Save” button to create a new adhoc signer
Method 2: Create an adhoc signer on the fly
There are 3 steps which an Admin or Internal user who has access to emsigner website will follow to set up the signatory process. The signatory process can be with or without workflow.
Step 1: Upload documents
Step 2: Specify Participants
Step 3: Sign & Send
In Step 2, there will be an ADD option for the admin or internal users to create the adhoc signatories on the fly.